Lido Advisors’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
2018
Q1
$18.5M Sell
2017
Q4
$19.3M Sell
2017
Q3
$19.7M Sell
2017
Q2
$20.6M Sell
2017
Q1
$21.2M Sell
2016
Q4
$25.5M Buy
2016
Q3
$24M Buy